37 is the total number of securities Lindsell Train has owned. The longest Lindsell Train has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MDLZ | MONDELEZ INTL INC | 42 | 42 | 20.22% | 25.70% | 31.84% | Q2 2013 | Q3 2023 | 42 |
INTU | INTUIT INC | 42 | 42 | 10.42% | 11.54% | 14.50% | Q2 2013 | Q3 2023 | 42 |
DIS | DISNEY WALT CO | 42 | 42 | 8.96% | 11.29% | 14.33% | Q2 2013 | Q3 2023 | 42 |
EBAY | EBAY INC. | 42 | 42 | 5.16% | 8.88% | 19.76% | Q2 2013 | Q3 2023 | 42 |
BFA | BROWN FORMAN CORP | 42 | 42 | 1.88% | 3.47% | 6.36% | Q2 2013 | Q3 2023 | 42 |
WWE | WORLD WRESTLING ENTMT INC | 41 | 41 | 3.51% | 7.59% | 13.13% | Q2 2013 | Q2 2023 | 41 |
PEP | PEPSICO INC | 34 | 34 | 5.89% | 9.98% | 12.57% | Q2 2015 | Q3 2023 | 34 |
PYPL | PAYPAL INC | 33 | 33 | 6.24% | 11.80% | 15.94% | Q3 2015 | Q3 2023 | 33 |
ISCA | INTERNATIONAL SPEEDWAY... | 26 | 26 | 0.23% | 0.75% | 1.15% | Q2 2013 | Q3 2019 | 26 |
MANU | MANCHESTER UTD PLC NEW | 25 | 25 | 2.23% | 3.60% | 5.43% | Q3 2017 | Q3 2023 | 25 |
BFB | BROWN FORMAN CORP | 23 | 23 | 0.25% | 0.33% | 0.56% | Q1 2018 | Q3 2023 | 23 |
HSY | HERSHEY CO/THE | 14 | 8 | 0.01% | 0.29% | 1.04% | Q2 2013 | Q3 2023 | 22 |
DPS | DR PEPPER SNAPPLE GROU... | 21 | 21 | 7.66% | 13.80% | 17.66% | Q2 2013 | Q2 2018 | 21 |
EL | LAUDER ESTEE COS INC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
EFX | EQUIFAX INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
GOOGL | ALPHABET INC-CL A | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NKE | NIKE INC -CL B | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AXP | AMERICAN EXPRESS CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SPGI | S&P GLOBAL INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ORCL | ORACLE CORP | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
V | VISA INC-CLASS A SHARES | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CL | COLGATE-PALMOLIVE CO | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TROW | T ROWE PRICE GROUP INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
VRSK | VERISK ANALYTICS INC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
JNJ | JOHNSON & JOHNSON | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ADBE | ADOBE SYSTEMS INCORPOR... | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
KO | COCA-COLA CO/THE | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CME | CME GROUP INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
MSGS | MADISON SQUARE GRDN SP... | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
KHC | KRAFT HEINZ COMPANY | 11 | 11 | 0.13% | 3.15% | 4.68% | Q3 2015 | Q1 2018 | 11 |
KRFT | KRAFT FOODS GROUP INC | 9 | 9 | 5.25% | 8.00% | 9.66% | Q2 2013 | Q2 2015 | 9 |
FICO | FAIR ISAAC CORP | 7 | 7 | 5.12% | 9.24% | 12.40% | Q1 2022 | Q3 2023 | 7 |
CAZOO GROUP LTD | 6 | 6 | 0.04% | 0.44% | 1.45% | Q4 2021 | Q1 2023 | 6 | |
CAZOO GROUP LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
TKO GROUP HOLDINGS INC | 1 | 1 | 9.95% | 9.95% | 9.95% | Q3 2023 | Q3 2023 | 1 | |
KDP | KEURIG DR PEPPER INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2018 | Q3 2018 | 1 |
KENVUE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
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The securities at the top of the list , including MONDELEZ INTL INC, INTUIT INC, and DISNEY WALT CO, are the highest-conviction holdings of Lindsell Train.
The conviction is calculated by counting the number of quarters a security has been reported by Lindsell Train. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lindsell Train owns currently or has owned in the past.